Paulson Wealth Management Inc. Invesco Bulletshares 2027 Muni Transaction History
Paulson Wealth Management Inc.
- $341 Million
- Q2 2024
A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 34,694 shares of BSMR stock, worth $823,982. This represents 0.24% of its overall portfolio holdings.
Number of Shares
34,694
Previous 28,339
22.42%
Holding current value
$823,982
Previous $670,000
21.49%
% of portfolio
0.24%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding BSMR
# of Institutions
84Shares Held
4.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY503KShares$11.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC309KShares$7.34 Million0.0% of portfolio
-
Confluence Investment Management LLC258KShares$6.14 Million0.09% of portfolio
-
Key F Inancial Inc252KShares$5.98 Million1.43% of portfolio
-
Jane Street Group, LLC New York, NY246KShares$5.85 Million0.01% of portfolio